Earlier last month, KGI Securities analyst Ming-Chi Kuo said he expects Apple will unveil the OLED iPhone in September as scheduled, but that shoppers will face “severe supply shortages” during the holidays.

Kuo said production on the OLED iPhone could get delayed until October or November, versus previous ramp-ups in August and September.

Monday’s report from Economic Daily News said “yield rates” for the new iPhones — including the lower-priced 7s and 7s Plus models — “have not yet reached levels that warrant mass production” at key iPhone manufacturers Foxconn and Pegatron, according to a citation by Digitimes.

Foxconn and Pegatron both have declined to comment on “market rumors,” the paper said.